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Master's Wealth Management’s Lam Research LRCX Stock Holding History

Master's Wealth Management’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$673K Buy
3,149
+1,377
+78% +$308K 0.23% 27
2025
Q4 		$303K Buy
+1,772
New +$276K 0.11% 48

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Master's Wealth Management's LRCX Position: Q1 2026 in Review

Master's Wealth Management increased its Lam Research (LRCX) stake by 78% in Q1 2026, buying an estimated $308K and bringing the position to 3,149 shares worth $673K. The position accounts for 0.23% of the portfolio, ranked #27.

Master's Wealth Management first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Master's Wealth Management held 3,149 shares of Lam Research worth $673K as of Q1 2026.
  • Master's Wealth Management bought 1,377 Lam Research shares in Q1 2026, an estimated $308K.
  • Lam Research made up 0.23% of Master's Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Master's Wealth Management first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Master's Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.